See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,977 | $81,900-76.8% | $119,609-84.1% | $68,494-72.3% |
| Participation rate | 46.7% | 71.9%-25.2pp | 79.3%-32.6pp | 67.9%-21.2pp |
| Annual return | -17.71% | -23.82%+6.1pp | -14.97%-2.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $912 | $2,693-66.1% | $4,232-78.5% | $2,596-64.9% |
| Participant deferral / active EE | $1,563 | $4,148-62.3% | $5,602-72.1% | $4,027-61.2% |
| Admin fee / account holder | $11,842 | $6,582+79.9% | $10,323+14.7% | $5,403+119.2% |